> as compute will likely be the primary constraint for building AGI.

Zuck argues it's energy, and I seem to line up behind him.

And Qatar and Deutsche Bank can breathe a sigh of relief, knowing that their next few quarterly interest payments will be coming through after all.

You’d think that at some point someone realizes it’s more profitable to sell shovels…

Arms races tend to bankrupt everyone except the winner. good luck to all participants.